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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,762 | $104,953-42.1% | $84,637-28.2% | $152,909-60.3% |
| Participation rate | 25.0% | 74.8%-49.8pp | 68.2%-43.2pp | 82.5%-57.5pp |
| Annual return | 7.27% | 373.94%-366.7pp | 258.82%-251.6pp | 345.46%-338.2pp |
| Employer contribution / active EE | $1,552 | $3,304-53.0% | $2,653-41.5% | $4,764-67.4% |
| Participant deferral / active EE | $2,395 | $4,691-48.9% | $3,900-38.6% | $5,851-59.1% |
| Admin fee / account holder | $794 | $6,244-87.3% | $4,914-83.9% | $11,601-93.2% |